SSUS vs DGRO

ASSUS

BDGRO

Measures won0–6DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common5.1%SSUS and DGRO

SSUS

DGRO

Strategy Shares Day Hagan Smart Sector ETF · $600MiShares Core Dividend Growth ETF · $46.1B

+18.1%3 years · per year$16,456 · $17,770+21.1%

+9.1%5 years · per year$15,472 · $16,941+11.1%

0.77%Expense ratio$77 · $8 on $10k · lower wins0.08%

0.47%12-mo yield$47 · $186 on $10k1.86%

−9.0%Worst dropSmaller wins−6.5%

14.5%VolatilityLower wins10.2%

0–6DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSUS · DGRO

2.8%MSFT3.2%

2.3%AAPL3.0%

Held in common5.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SSUS vs DGRO

SSUS

Strategy Shares Day Hagan Smart Sector

$15,472

DGRO

iShares Core Dividend Growth

$16,941

MeasureSSUSDGRO

Fee0.77%0.08%

Cost on $10k a year$77$8

Yield0.47%1.86%

5 years, per year+9.1%+11.1%

3 years, per year+18.1%+21.1%

Worst drop · 1Y−9.0%−6.5%

Volatility · 1Y14.5%10.2%

6–0measures won
DGRO first

5.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SSUS, DGRO, SCHD

Today

21.1%most shared, DGRO and SCHD

SSUSDGROSCHD

SSUS—5.1%0.0%

DGRO5.1%—21.1%

SCHD0.0%21.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

SSUS$47 − $77 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee